LSAG
PBCT

Lake Street Advisors Group’s People's United Financial Inc PBCT Stock Holding History

Lake Street Advisors Group’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,383
Closed -$288K – 334
2022
Q1 		$288K Sell
14,383
-19
-0.1% -$388 0.02% 188
2021
Q4 		$257K Buy
14,402
+84
+0.6% +$1.5K 0.02% 186
2021
Q3 		$250K Buy
14,318
+1,191
+9% +$19.4K 0.03% 144
2021
Q2 		$218K Sell
13,127
-4,609
-26% -$84.2K 0.02% 298
2021
Q1 		$317K Hold
17,736
– – 0.03% 223
2020
Q4 		$229K Sell
17,736
-1,947
-10% -$23.4K 0.02% 272
2020
Q3 		$203K Buy
19,683
+2,143
+12% +$23.3K 0.02% 268
2020
Q2 		$203K Sell
17,540
-4,066
-19% -$47.3K 0.02% 255
2020
Q1 		$239K Buy
21,606
+1,833
+9% +$27.2K 0.03% 202
2019
Q4 		$334K Buy
19,773
+143
+0.7% +$2.34K 0.03% 169
2019
Q3 		$290K Buy
19,630
+559
+3% +$8.74K 0.03% 157
2019
Q2 		$320K Buy
+19,071
New +$317K 0.03% 141

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Lake Street Advisors Group's PBCT Position: Q2 2022 in Review

Lake Street Advisors Group sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 14,383 shares — an estimated $288K sold.

Lake Street Advisors Group first reported a position in PBCT in Q2 2019 and held it in 12 quarters. The position peaked at $334K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Lake Street Advisors Group reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 14,383 People's United Financial Inc shares in Q2 2022, an estimated $288K.
  • Lake Street Advisors Group first reported a position in People's United Financial Inc in Q2 2019 and held it in 12 quarters.
  • Lake Street Advisors Group's People's United Financial Inc position peaked at $334K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Lake Street Advisors Group's 13F filing for Q2 2022, filed 2 Aug 2022.